INDEPENDENT FINANCIAL ADVISERS

Money Adviser Llp are West Midlands based fee charging Independent Financial Advisers, offering clients, trustees and professional advisers a choice of services matched to your core values and intrinsic principles and a comprehensive range of financial solutions backed by qualification, experience, expertise and high levels of on-going service. The firm’s Principle, Paul Ojelay states: “Our purpose is to make the world into a better place by helping people feel better about themselves, their financial situation, their financial security, and lifestyle”. Money Adviser Llp clients are valued and treated as individuals. Your goals and requirements are important to us and we believe that taking the time to talk to our clients on a one to one basis helps us to establish exactly what you expect from us and helps us to determine what you want to achieve within an appropriate timescale Our client relationships are based on trust, respect, service and professionalism. We provide the personal touch in a high tech world. We offer professional and independent advice and coaching from a qualified and experienced trusted adviser and life planner. The fact that we are independent means that we act on your behalf and research the market to locate the products and services that best suit your current needs and circumstances. Once we understand what is important to you and document your aims and aspirations, we carry out comprehensive research of the market, formulate and present solutions and recommendations based on what you want to achieve. We are committed to reviewing your circumstances and personal situation on a regular basis – unless you agree otherwise at the outset – aiming to assess any changes in personal requirements, market conditions and changes in financial regulation and endeavouring to ensure that you continue to receive appropriate advice.
SERVICES AT A GLANCE § Investment Portfolio Construction & Asset Allocation plus Review of Existing Savings. § Personal Taxation Advice § Retirement & Succession Planning § Inheritance Tax & Asset Preservation § Life Insurance § Health Insurance, Critical Illness & Income Protection § Mortgage Advice, Interest Rates Review & Buy to Let § Shareholder/Key Persons Protection § Trustee & Professional Services	SERVICE CHARTER An Annual Review Meeting With Your Adviser Including A Complete Review of your Financial Strategy The Money Adviser 12 Point Financial Health Check Mobile & Email Access To Your Adviser Face to Face Access To Your Adviser Between Review Dates The Professionals Service: Strategic Updates To Your Accountant & Other Professional Advisers where necessary Supplying End of Year Taxation Information (as required) Recommending Suitable Professionals As Other Needs Arise The Portfolio Construction Service: Using A Scientific Risk Profiling Methodology Design of A Suitable Asset Allocation Portfolio Design and Construction The Portfolio Management Service: Access to Portfolio Valuations Portfolio Monitoring Re-Weighting of Asset Allocation To Benchmark Written Portfolio Valuations On Request The Priority Response Service Phone Calls & Emails Returned Within One Working Day. The Remove The Hassle Service Taking The Complexity And Hassle Out Of Administering Your Financial Life The Second Opinion Service Making Ourselves Available To Consider New Ideas From Whatever Source They May Originate. The Inheritance Tax & Estate Planning Service Property Advice Money Savings The Taxation Planning Service In Conjunction With Your Accountant And Other Taxation Advisers The Pensions Service Pensions Advice Pension Review Pensions Consolidation Annuity Advice
OUR TREATING CUSTOMERS FAIRLY Policy At Money Adviser, we believe that Treating Customers Fairly (TCF) should not be just a statement but a consistently measured and improving on-going client journey. Therefore we have implemented what we believe is an effective system of continuous assessment and improvement, using gap analysis and action plans.

Email Your Enquiry To: info@moneyadviserllp.com

Unlike many firms, Money Adviser Llp is fee based. By charging fees you can be confident that advice will not be influenced by commission payments or product sales.

USEFUL LINKS

www.moneymadeclear.fsa.gov.uk Financial Services Authority – Client Information

www.publicguardian.gov.uk Public Guardian – Lasting Powers of Attorney

www.pensionsadvisoryservice.org.uk Pension Advisory Service

www.skandia-life.co.uk Skandia/Selestia Investments

www.bankofengland.co.uk Bank of England

http://news.bbc.co.uk/1/hi/business/default.stm BBC Business News Online

www.ft.com/home/uk Financial Times – Market Information

www.landlords.org.uk National Landlords Association

www.rightmove.co.uk Rightmove – House Prices

www.logicalfrance.com French Leaseback Properties

Money Adviser Llp are authorised and regulated by the Financial Services Authority (FSA). The FSA does not regulate taxation advice, trust advice, some aspects of health insurance, life planning and succession planning. The number of complaints Money Adviser Llp has received this year is 0. The number of complaints Money Adviser Llp has received since business inception is 0. Please contact us for fee details. If your are in any doubt about any of the information contained on this web page, then please contact us for clarification.